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How to send Email approval request from Campaign form in Ms Dynamics CRM.

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pnuts
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Vishnu
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  • Not sure what you mean. Are you asking how to send an offer to all members of a marketing list? – Konrad Viltersten Mar 26 '13 at 04:17
  • Are you referring to Quick Campaign? I'm still not clear on what the problem is. Please elaborate. – Konrad Viltersten Mar 26 '13 at 05:57
  • I went to Campaign (the normal one), created an instance of it and targeted it with a marketing list. Where is the problem? – Konrad Viltersten Mar 26 '13 at 06:20
  • thx @ Viltersten , actually what i want is, if i send one offer to an particular member asking for approval by selecting "Send for Approval" , in list of options , then if destination member accepts that mail and if approved , then i need to get reply message as approved. Actually im new to CRM , i dont know how to elaborate this. – Vishnu Mar 26 '13 at 06:35
  • see the screen shot above... – Vishnu Mar 26 '13 at 06:37

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Admittably, I'm very tired now because I've been up all night but as far I can see, I can't find your set of options. This is what it looks like on my machine (RU 12, on-premise).

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Konrad Viltersten
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  • yeah ok Viltersten , may i know how to work with this? For Eg Sending "ready to launch" to some other user and he accepts as completed... For this is it necessary to assign to some one else or some thing else? – Vishnu Mar 26 '13 at 07:16
  • When you launch a campaign and a targeted recipient chooses to accept, you should get in into the CRM as an instance of entity *CampaignResponse*. If you need to create an email (or anything else for that matter) upon that, I'd suggest a plugin that fires on *Create* message of it. Is it clearer now? :) – Konrad Viltersten Mar 26 '13 at 10:26